Messy spend management is tricky business. And tedious processes are a lose-lose situation for all involved, not just finance. We build spend solutions that make managing money seamless, empowering, and surprisingly effective for finance teams and employees alike - with a vision to help all businesses 'go beyond'.
every move we make has a direct impact on our 40,000+ customers, our business, and our collective success. With great ambitions driving us forward, we can't say we've got this whole thing figured out. What we can say is that we're a driven, progressive, and, importantly, a kind bunch of 850+ people from over 100 nationalities, all committed to delivering the future of business spending, together.
We're looking for a GTM Operations Analyst to join our CX Operations team at Pleo. In this role, you'll drive operational excellence across customer experience, retention, and lifecycle workflows, manage CRM systems and data integrity, build reporting dashboards, and translate operational data into actionable insights for proactive retention strategies.
Our team is highly collaborative and dedicated to operational health and data integrity. As a GTM Operations Analyst, you will: Operational Reporting & Dashboards – Design, build, and maintain comprehensive operational dashboards in Looker, Vitally, or Power BI to track customer health, onboarding progression, risk signals, and lifecycle renewals.
CRM Administration & Data Management – Manage HubSpot or Salesforce systems including field configuration, custom objects, data mapping, and user access management.
HubSpot, Vitally, Salesforce, Freshworks, Looker, Power BI, and SQL/Python tools.
3+ years as a CX Operations Analyst, Operations Specialist, Business Analyst, or similar role in B2B SaaS.
Hands‐on experience administering CRM platforms (HubSpot or Salesforce) and Customer Success tools (Vitally, Gainsight).
Proficiency in building and maintaining business intelligence dashboards in BI tools (Looker, Power BI,
📌 Business Analyst (Madrid)
🏢 Pleo
📍 Madrid